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A poster on the Yahoo YONG board posted the response he got from IR. I'll paste it here. I think they should make this information available on a PR for everyone to see.

Response from Yongye IR 7 minutes ago This is the response I had to my email:

Below please find the response to your question from the Company:

A Seeking Alpha article claims that our factory could not have manufactured the amount of product that we claim to have sold. Obviously, the author has little understanding of real world manufacturing and capacity issues. The official capacity reported for our factory represents the capacity under normal operations. There is substantial room to exceed that capacity if we operate our factory on weekends, run multi-shifts and save on maintenance time. Also, our manufacturing is a combination of various batch and line processes with different bottlenecks that present both temporary and long term capacity improvement opportunities. During the past several years, our sales consistently exceeded our expectations, as evidenced by our multiple increases in sales guidance. As a result, our factory has consistently been operating at a higher than normal capacity utilization, especially during peak seasons (i.e. second and third quarters). We also shared in our earnings call that our capacity improvement project in 2010 was conducted in early 2010 and we announced it in mid-2010. We also occasionally outsourced certain processes during peak seasons to manage our production needs.
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